Monday, July 7, 2025

Case Protocol and Procedures

Paranormal Investigation - Case Protocol and Procedures



🧭 Case Protocol & Procedures for Paranormal Investigation

A Framework for Ethical, Methodical, and Evidence-Based Inquiry

This guide is intended for investigators and research teams committed to conducting paranormal investigations with professionalism, discernment, and scientific integrity. While procedural variations may exist across teams, the following framework offers a foundational standard for responsible practice.

1. 📞 Initial Contact & Case Triage

Objective: Establish first contact and determine whether the case warrants further inquiry.

  • Upon receiving an inquiry, the lead investigator conducts a preliminary conversation to gather essential context.

  • Schedule an Initial Interview Appointment based on the nature and urgency of the case.

  • Preferred formats: in-person, phone, or secure video call. Text or email alone is discouraged due to the need for nuanced communication.

2. 🗂️ Initial Interview & Case Assessment

Objective: Conduct a comprehensive intake to determine case viability.

  • Collect detailed accounts of all reported phenomena.

  • Encourage open dialogue—clients may ask questions, express concerns, or clarify expectations.

  • Complete and review:

    • Client Questionnaire

    • Case Acceptance or Rejection Form

Decision Point:

  • If the case is deemed non-viable (e.g., explainable by natural or psychological causes), conclude the process respectfully.

  • If accepted, proceed with:

    • Case Intake Form

    • Signed waivers, disclosures, and expectation agreements

    • Schedule the On-Site Interview

3. 🏠 On-Site Interview & Environmental Orientation

Objective: Familiarize the team with the physical environment and deepen contextual understanding.

  • Conduct a guided walkthrough of the affected areas with the client.

  • Complete the Preliminary Walk-Around Checklist

  • Finalize any outstanding documentation.

  • Provide the client with an Investigation Overview Packet, including:

    • What to expect

    • Roles of any specialists (e.g., intuitive consultants, animal communicators, psychic artists)

    • Consent and release forms for all participants

  • Address logistical details and pre-investigation protocols.

4. 🔬 Field Investigation

Objective: Execute the investigation with precision, professionalism, and ethical care.

  • Arrive on-site and perform all technical and spiritual setup:

    • Audio/video equipment, EMF meters, ITC devices, environmental sensors

    • Spiritual or intuitive tools, if applicable

  • Ensure all equipment is tested and operational.

  • Relocate clients if necessary to preserve environmental control.

  • Conduct the investigation according to the pre-established plan.

  • Conclude with a Post-Investigation Walkthrough and client debrief.

  • Complete the Investigation Satisfaction Form.

5. 🧠 Evidence Analysis & Internal Review

Objective: Evaluate findings with intellectual rigor and collaborative insight.

  • Allocate sufficient time for:

    • Reviewing audio/video data

    • Analyzing ITC/EVP recordings

    • Cross-referencing environmental readings

  • Convene a Case Review Meeting to:

    • Synthesize findings

    • Discuss anomalies, patterns, and potential explanations

    • Formulate a Case Conclusion and Client Care Plan

6. 📄 Client Debrief & Case Resolution

Objective: Deliver findings with clarity, compassion, and actionable guidance.

  • Present a written Case Summary Report to the client.

  • Review all findings, interpretations, and recommendations.

  • Offer a Care Plan that may include:

    • Environmental changes

    • Psychological support referrals

    • Spiritual or energetic practices (if aligned with client beliefs)

  • Determine whether to:

    • Officially close the case

    • Schedule a follow-up

    • Plan a secondary investigation

Professional Courtesy: Send a thank-you note to the client promptly. Reaffirm availability for future support.

7. 🔁 Follow-Up & Case Closure

Objective: Ensure client well-being and procedural closure.

  • Conduct a follow-up interview to assess:

    • Client satisfaction with the care plan

    • Any recurrence or escalation of phenomena

  • Provide optional feedback forms or surveys.

  • If no further action is needed, formally close the case.

🧭 Final Note

This material is part of an ongoing inquiry. It is not to be copied, republished, or excerpted without explicit permission. Integrity matters—context is everything.